Frequently Asked Questions

Designed for

Agents & Agencies Who Refuse to Settle

Phoenix CRM is the #1 Insurance Sales Software that helps ambitious agents and agencies scale with automation, marketing, and proven sales strategies.

We don’t just give you tools—we give you a custom-built system for success. Whether you’re a solo agent or an agency leader, we tailor the CRM to match your workflows and growth goals.

GET STARTED

WATCH DEMO

Designed for

Agents & Agencies Who Refuse to Settle

Phoenix CRM is the #1 Insurance Sales Software that helps ambitious agents and agencies scale with automation, marketing, and proven sales strategies.

We don’t just give you tools—we give you a custom-built system for success. Whether you’re a solo agent or an agency leader, we tailor the CRM to match your workflows and growth goals.

GET STARTED

WATCH DEMO

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Frequently Asked Question

Phoenix CRM was designed by insurance agents, for insurance agents—giving you a complete automation system that helps you:

What are the key features of Phoenix CRM?

🟡 Lead & Client Management – Centralized storage and tracking of all interactions

🟡 Referrals on Autopilot – Get more leads effortlessly with automated referrals

🟡 Automated Communication – Emails, SMS follow-ups, and renewal reminders

🟡 Analytics & Reporting – Real-time insights into sales and conversions

🟡 Spam Protection with Client Retention software – Auto-schedule annual follow-ups & touchpoints, submit sales to your team leaderboard instantly, and build long-term relationships that boost retention and renewals.

Because the sale isn't the end—it’s just the beginning.

How does Phoenix CRM improve lead management?

Phoenix CRM captures, tracks, and prioritizes leads effortlessly. You can assign leads automatically and ensure that no potential client falls through the cracks.

What types of insurance can benefit from Phoenix CRM?

Phoenix CRM is designed for Life, Health, Retirement, Homeowners, and Commercial Insurance. Our features adapt to fit your specific needs.

Does Phoenix CRM integrate with other tools?

Yes! Phoenix CRM integrates with marketing platforms, accounting software, and email services to ensure a seamless flow of data and maximize your efficiency.

How does Phoenix CRM support customer retention?

🟡 Automated renewal reminders to ensure clients never miss a policy update

🟡 Personalized communication including birthday and anniversary messages

🟡 Tracking client interactions to provide timely and relevant service

Can Phoenix CRM automate follow-ups?

Yes! Our system automates email and SMS follow-ups, so you stay connected with leads and clients without lifting a finger.

Why Agencies Choose Phoenix CRM

Automate lead distribution, streamline operations, and empower your agents with a

system designed for growth.

Automate lead distribution, streamline operations, and empower your agents with a

system designed for growth.

Customized CRM

Built for You.

Get a tailored CRM setup that fits your agency’s unique processes, workflows, and branding.

Smart Lead

Distribution.

Automatically route leads to agents in your downline with round-robin assignment for fair, efficient distribution. 

Duplicate

Success at Scale.

Replicate winning workflows across your team so agents can focus on selling, not setup.

Live Agency

Leaderboards.

Track performance in real time, boost competition, and drive results.

Automated Licensing & Onboarding.

Simplify hiring, compliance, and training with built-in automation.

Vetted Insurance VAs

& Dialers...

Expert-trained virtual assistants to run your CRM and manage SMS outreach for 1-10 agents.

Phoenix CRM isn’t just software—we’re your growth partner.

Got More Questions?

We’ve answered the most common questions here. If you need more help, our support team is always ready

Will someone help me get started?

Absolutely! Upon signing up, you’ll receive onboarding emails to help set up your account. You’ll be assigned an onboarding specialist to guide you through your first 30 days and book your 1:1 onboarding call. Plus, our Support Center is available 24/7 with step-by-step guides.

Is there live chat support?

Yes! You’ll have a dedicated support channel in our Discord Server (here) where you can speak directly with our support, development, and marketing team. Whether it’s a technical issue or business expansion guidance, we’ve got you covered.

What exactly gets automated within Phoenix CRM?

We automate everything:

🟡 Lead follow-ups

🟡 Client retention

🟡 Task management

🟡 Appointment reminders

🟡 Team training & onboarding

🟡 And more!

If you can think it, we can automate it.

Can I customize the automated text messages that go out to my leads?

Yes! Unlike other platforms, we give you full access to your backend system. You can edit your text messages and emails yourself or send us your requested changes, and our support team will handle them for you.

Do you offer customized agency accounts?

Yes! Our white-labeled agency accounts allow you to set up your team for success and gain full access to their systems for metrics, insights, and training. Use our agency leaderboards to track performance in real time and boost competition.